Fusion Family Wealth LLC Portfolio Holdings

Fusion Family Wealth LLC

  • $1.08 Billion
  • Q3 2024

Fusion Family Wealth LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $185M, Invesco Exchange Traded Fd Tr with a value of $139M, Vanguard Ftse Emerging Mkts Et with a value of $106M, Vanguard Small Cap ETF with a value of $89.6M, and Vanguard Ftse Developed Market with a value of $89.5M.

Examining the 13F form we can see an increase of $100M in the current position value, from $982M to 1.08B.

Below you can find more details about Fusion Family Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.08 Billion
ETFs: $1.08 Billion
Technology: $1.39 Million
Financial Services: $856,000
Communication Services: $833,000
Industrials: $370,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $1.08 Billion
  • Prior Value $982 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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